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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Warren Buffett
Berkshire Hathaway
16.68%
1-Year Est. Return
Bill Ackman
Pershing Square Capital Management
13.45%
1-Year Est. Return
Philippe Laffont
Coatue Management
96.54%
1-Year Est. Return
Ray Dalio
Bridgewater Associates
34.48%
1-Year Est. Return
Ken Griffin
Citadel Advisors
30.34%
1-Year Est. Return
Ken Fisher
Fisher Asset Management
31.6%
1-Year Est. Return
Leopold Aschenbrenner
Situational Awareness
334.5%
1-Year Est. Return
Jim Simons
Renaissance Technologies
45.56%
1-Year Est. Return
David Tepper
Appaloosa LP
44.55%
1-Year Est. Return
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 6151 |
BFP
6151
Brewster Financial Planning
Brooklyn,
New York
| $99.9M | -$3.64M | -4% | 4.21% | 40.8% | 15 | 0% |
|
| 6152 |
F4L
6152
Fortune 45 LLC
Gonzales,
Louisiana
| $99.9M | +$1.76M | +2% | 2.62% | 64.5% | 32 | 21.88% |
|
| 6153 |
OFA
6153
Oaktree Fund Advisors
Los Angles,
California
| $99.7M | -$18.3M | -15% | 6.28% | 138% | 47 | 4.26% |
|
| 6154 |
IAP
6154
Indie Asset Partners
Carmel,
Indiana
| $99.2M | +$7.28M | +8% | 4.61% | 121% | 85 | 10.59% |
|
| 6155 |
EWS
6155
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
| $99.1M | -$70.5K | -0.1% | 2.71% | 64.5% | 109 | 9.17% |
|
| 6156 |
APW
6156
Atlantic Private Wealth
Chapel Hill,
North Carolina
| $99M | +$686K | +0.7% | 2.66% | 46.2% | 125 | 24.8% |
|
| 6157 |
BIA
6157
Benchmark Investment Advisors
Chicago,
Illinois
| $99M | -$9.43M | -9% | 2.44% | – | 93 | 19.35% |
|
| 6158 |
SL
6158
Stevard LLC
Chicago,
Illinois
| $98.9M | -$6.28M | -6% | 5.6% | – | 45 | 4.44% |
|
| 6159 |
DA
6159
Dover Advisors
Richmond,
Virginia
| $98.8M | -$13.9M | -12% | 5% | 60% | 106 | 6.6% |
|
| 6160 |
LHWM
6160
Lake Hills Wealth Management
Austin,
Texas
| $98.8M | +$7.04M | +8% | 0.88% | 78.8% | 48 | 47.92% |
|
| 6161 |
ASFA
6161
All Season Financial Advisors
Denver,
Colorado
| $98.8M | -$12.6M | -11% | 1.33% | 33.8% | 114 | 41.23% |
|
| 6162 |
MCM
6162
Masterton Capital Management
New York
| $98.8M | +$6.83M | +7% | 9.91% | 3.52% | 19 | 63.16% |
|
| 6163 |
ASGS
6163
Alpha Square Group S
New York
| $98.7M | -$40.6M | -29% | 8.19% | 53.8% | 25 | 36% |
|
| 6164 |
TIM
6164
Tevis Investment Management
Plano,
Texas
| $98.6M | -$3.88M | -4% | 3.43% | 54.1% | 91 | 15.38% |
|
| 6165 |
FIS
6165
Fischer Investment Strategies
Westlake Village,
California
| $98.5M | -$10.6M | -10% | 3.72% | 81% | 32 | 9.38% |
|
| 6166 |
LF
6166
LifeSteps Financial
Claremont,
California
| $98.3M | -$2.88M | -3% | 3.15% | 88% | 74 | 5.41% |
|
| 6167 |
AC
6167
Aldebaran Capital
Carmel,
Indiana
| $98.1M | +$736K | +0.8% | 2.9% | 72.5% | 34 | 5.88% |
|
| 6168 |
SC
6168
Schubert & Co
Mckinney,
Texas
| $98.1M | -$8.66M | -8% | 8.31% | 45.4% | 37 | 24.32% |
|
| 6169 |
HFAS
6169
Hummer Financial Advisory Services
Chicago,
Illinois
| $98.1M | -$4.09M | -4% | 2.9% | 60.6% | 100 | 7% |
|
| 6170 |
RIA
6170
Richwood Investment Advisors
Cincinnati,
Ohio
| $98.1M | -$4.34M | -4% | 2.87% | 53.9% | 103 | 5.83% |
|
| 6171 |
EI
6171
EDMP Inc
Lutz,
Florida
| $97.9M | -$7.11M | -7% | 1.91% | 68.1% | 70 | 14.29% |
|
| 6172 |
FCC
6172
Flower City Capital
Pittsford,
New York
| $97.9M | +$11.7M | +14% | 4.12% | 60.7% | 30 | 10% |
|
| 6173 |
CI
6173
Centerstone Investors
New York
| $97.9M | -$2.54M | -3% | 6.68% | 73.7% | 25 | 4% |
|
| 6174 |
MFP
6174
Meridian Financial Partners
Warrenton,
Virginia
| $97.7M | -$68.7M | -41% | 2.06% | 73.1% | 92 | 52.17% |
|
| 6175 |
HC
6175
Hoese & Co
Glencoe,
Minnesota
| $97.6M | -$8.79M | -8% | 3.33% | 46.3% | 170 | 4.71% |
|